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Iron Mountain
IRM

Overview Fund Activity

475 hedge funds and large institutions have $9.63B invested in Iron Mountain in 2017 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 197 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
+63
Holders Change %
+15.29%
% of All Funds
10.79%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
88
Increased
197
Reduced
110
Closed
24
Calls
$21.2M
Puts
$34.2M
Net Calls
-$13M
Net Calls Change
-$8.25M

Top Buyers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$207M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$267M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.8B
4
ZP
Zimmer Partners
New York
$95.4M
5
Deutsche Bank
Deutsche Bank
Germany
$85.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.13B
2
Capital International Investors
Capital International Investors
California
$422M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$17.5M
4
SF
Schooner Foundation
Massachusetts
$54.2M
5
SC
Schooner Capital
Florida
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
326
Bar Harbor Wealth Management
New Hampshire
$324K -$7.55K -200 -2%
Pacer Advisors
327
Pacer Advisors
Pennsylvania
$322K +$155K +4,105 +93%
SPC
328
Sigma Planning Corp
Michigan
$321K -$45.2K -1,200 -12%
GHCM
329
Glen Harbor Capital Management
California
$321K -$12.1K -320 -4%
PFC
330
Phocas Financial Corp
California
$318K +$318K +8,438 New
BTS
331
BB&T Securities
Virginia
$304K -$73.9K -1,961 -20%
PI
332
PineBridge Investments
New York
$303K +$303K +8,023 New
V
333
Veritable
Delaware
$303K +$303K +8,038 New
YMRC
334
Yorktown Management & Research Company
Virginia
$298K +$298K +7,900 New
Balyasny Asset Management
335
Balyasny Asset Management
Illinois
$294K +$294K +7,802 New
KFC
336
Klingenstein Fields & Co
New York
$289K +$36.4K +965 +14%
EOJOAM
337
E. Ohman J:or Asset Management
Sweden
$289K +$49K +1,300 +20%
MA
338
Mutual Advisors
Nebraska
$285K +$285K +7,553 New
JT
339
Jump Trading
Illinois
$284K +$284K +7,529 New
Lazard Asset Management
340
Lazard Asset Management
New York
$279K +$279K +7,400 New
NIM
341
Northeast Investment Management
Massachusetts
$278K – – –
KCPG
342
Kavar Capital Partners Group
Kansas
$275K +$275K +7,300 New
EMG
343
Ellington Management Group
Connecticut
$275K +$275K +7,300 New
CIM
344
Contravisory Investment Management
Massachusetts
$273K +$42K +1,112 +18%
Parallax Volatility Advisers
345
Parallax Volatility Advisers
California
$273K +$180K +4,771 +193%
KRSITF
346
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$267K +$22.4K +594 +9%
GJCM
347
Grand Jean Capital Management
California
$266K +$266K +7,040 New
ICA
348
Infrastructure Capital Advisors
New York
$260K +$260K +6,880 New
EFS
349
Essex Financial Services
Connecticut
$259K – – –
Creative Planning
350
Creative Planning
Kansas
$258K +$14.3K +379 +6%
12 13
14
15 16